TRH Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.11M | Sell |
7,632
-906
| -11% | -$131K | 0.37% | 32 |
|
2022
Q1 | $1.39M | Sell |
8,538
-334
| -4% | -$54.4K | 0.41% | 39 |
|
2021
Q4 | $1.04M | Sell |
8,872
-350
| -4% | -$41.1K | 0.33% | 40 |
|
2021
Q3 | $936K | Sell |
9,222
-3,210
| -26% | -$326K | 0.37% | 40 |
|
2021
Q2 | $1.3M | Sell |
12,432
-12,820
| -51% | -$1.34M | 0.56% | 42 |
|
2021
Q1 | $2.65M | Sell |
25,252
-918
| -4% | -$96.2K | 1.34% | 29 |
|
2020
Q4 | $2.21M | Buy |
26,170
+4,484
| +21% | +$379K | 1.27% | 31 |
|
2020
Q3 | $1.56M | Buy |
21,686
+4,792
| +28% | +$345K | 1.05% | 32 |
|
2020
Q2 | $1.46M | Buy |
+16,894
| New | +$1.46M | 1.16% | 31 |
|
2019
Q4 | $1.53M | Buy |
+12,872
| New | +$1.53M | 1.33% | 18 |
|